90% faster pricing

AI agent for Stock Loan Traders

Price hard-to-borrow securities in seconds

Delegate the tedious work of reading term sheets and rebate agreements to a specialized AI agent. It extracts rebate rates, minimum fees, recall provisions, and pricing logic from unstandardized lending contracts, delivering clean, structured data ready for your pricing models and risk systems.

Ideal for

Stock Loan Desks

Prime Brokerage

Securities Lending

  • Mercedes-Benz logo
    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

See AI agent for Stock Loan Traders in action

Play video

  • Mercedes-Benz logo
    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

See AI agent for Stock Loan Traders in action

Play video

  • Mercedes-Benz logo
    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

See AI agent for Stock Loan Traders in action

Play video

HTB Pricing - New Term Sheet

  • Mercedes-Benz logo
    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

See AI agent for Stock Loan Traders in action

Play video

Time comparison

Time comparison

Traditional way

15-30 minutes per agreement

With V7 Go agents

30-60 seconds

Average time saved

95%

Why V7 Go

Why V7 Go

Automated Term Extraction

Instantly pulls rebate rates, minimum fees, recall provisions, collateral requirements, and dividend pass-through terms from any term sheet or lending agreement, regardless of format or structure.

Automated Term Extraction

Instantly pulls rebate rates, minimum fees, recall provisions, collateral requirements, and dividend pass-through terms from any term sheet or lending agreement, regardless of format or structure.

Automated Term Extraction

Instantly pulls rebate rates, minimum fees, recall provisions, collateral requirements, and dividend pass-through terms from any term sheet or lending agreement, regardless of format or structure.

Automated Term Extraction

Instantly pulls rebate rates, minimum fees, recall provisions, collateral requirements, and dividend pass-through terms from any term sheet or lending agreement, regardless of format or structure.

Tiered Rate Recognition

Identifies and extracts complex tiered rebate structures, including volume-based pricing, time-based rate changes, and conditional fee schedules that vary by security type or loan duration.

Tiered Rate Recognition

Identifies and extracts complex tiered rebate structures, including volume-based pricing, time-based rate changes, and conditional fee schedules that vary by security type or loan duration.

Tiered Rate Recognition

Identifies and extracts complex tiered rebate structures, including volume-based pricing, time-based rate changes, and conditional fee schedules that vary by security type or loan duration.

Tiered Rate Recognition

Identifies and extracts complex tiered rebate structures, including volume-based pricing, time-based rate changes, and conditional fee schedules that vary by security type or loan duration.

Non-Standard Clause Detection

Flags unusual provisions, custom fee structures, and non-market terms that deviate from your desk's standard agreements, ensuring traders review critical exceptions before pricing.

Non-Standard Clause Detection

Flags unusual provisions, custom fee structures, and non-market terms that deviate from your desk's standard agreements, ensuring traders review critical exceptions before pricing.

Non-Standard Clause Detection

Flags unusual provisions, custom fee structures, and non-market terms that deviate from your desk's standard agreements, ensuring traders review critical exceptions before pricing.

Non-Standard Clause Detection

Flags unusual provisions, custom fee structures, and non-market terms that deviate from your desk's standard agreements, ensuring traders review critical exceptions before pricing.

Counterparty Term Comparison

Compares extracted terms across multiple counterparty agreements to identify the most favorable pricing, recall rights, and collateral requirements for each hard-to-borrow security.

Counterparty Term Comparison

Compares extracted terms across multiple counterparty agreements to identify the most favorable pricing, recall rights, and collateral requirements for each hard-to-borrow security.

Counterparty Term Comparison

Compares extracted terms across multiple counterparty agreements to identify the most favorable pricing, recall rights, and collateral requirements for each hard-to-borrow security.

Counterparty Term Comparison

Compares extracted terms across multiple counterparty agreements to identify the most favorable pricing, recall rights, and collateral requirements for each hard-to-borrow security.

Direct System Integration

Delivers structured pricing data in formats ready for immediate ingestion into your trading systems, risk platforms, and pricing models, eliminating manual data entry and reducing operational risk.

Direct System Integration

Delivers structured pricing data in formats ready for immediate ingestion into your trading systems, risk platforms, and pricing models, eliminating manual data entry and reducing operational risk.

Direct System Integration

Delivers structured pricing data in formats ready for immediate ingestion into your trading systems, risk platforms, and pricing models, eliminating manual data entry and reducing operational risk.

Direct System Integration

Delivers structured pricing data in formats ready for immediate ingestion into your trading systems, risk platforms, and pricing models, eliminating manual data entry and reducing operational risk.

Complete Audit Trail

Links every extracted rate, fee, and term back to its precise location in the source document with AI Citations, providing a defensible audit trail for compliance and dispute resolution.

Complete Audit Trail

Links every extracted rate, fee, and term back to its precise location in the source document with AI Citations, providing a defensible audit trail for compliance and dispute resolution.

Complete Audit Trail

Links every extracted rate, fee, and term back to its precise location in the source document with AI Citations, providing a defensible audit trail for compliance and dispute resolution.

Complete Audit Trail

Links every extracted rate, fee, and term back to its precise location in the source document with AI Citations, providing a defensible audit trail for compliance and dispute resolution.

Extracts pricing logic from any lending contract

To deliver clean, structured pricing data.

Customer voices

Customer voices

Connect AI to your trading desk.

Connect AI to your trading desk.

Turn every term sheet into instant pricing data.

Turn every term sheet into instant pricing data.

Finance

Legal

Insurance

Tax

Real Estate

Finance

Legal

Insurance

Tax

Real Estate

Finance

Legal

Insurance

Tax

Real Estate

Customer Voices

Industrial equipment sales

We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.

Read the full story

Industrial equipment sales

We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.

Read the full story

Insurance

We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.

Read the full story

Insurance

We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.

Read the full story

Real Estate

Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.

Read the full story

Real Estate

Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.

Read the full story

Features

Features

Results you can actually trust.
Reliable AI document processing toolkit.

Results you can trust.
Trustworthy AI document processing toolkit.

Supporting complex documents.

Up to 200 pages.

Stock loan agreements come in every format imaginable. This agent handles formal ISLA templates, counterparty-specific term sheets, email confirmations, and scanned legacy agreements. It extracts pricing terms regardless of document structure or layout.

Input types

50+ languages

Scanned Documents

200 pages

Multi-modal

Document types

PDFs

Email Attachments

Complex Tables

Rate Schedules

Spreadsheets

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.

Up to 200 pages.

Stock loan agreements come in every format imaginable. This agent handles formal ISLA templates, counterparty-specific term sheets, email confirmations, and scanned legacy agreements. It extracts pricing terms regardless of document structure or layout.

Input types

50+ languages

Scanned Documents

200 pages

Multi-modal

Document types

PDFs

Email Attachments

Complex Tables

Rate Schedules

Spreadsheets

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.

Up to 200 pages.

Stock loan agreements come in every format imaginable. This agent handles formal ISLA templates, counterparty-specific term sheets, email confirmations, and scanned legacy agreements. It extracts pricing terms regardless of document structure or layout.

Input types

50+ languages

Scanned Documents

200 pages

Multi-modal

Document types

PDFs

Email Attachments

Complex Tables

Rate Schedules

Spreadsheets

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Reach 99% accuracy rate

through GenAI reasoning.

Pricing errors cost money. The agent uses multi-step workflows to ensure rebate rates, minimum fees, and recall provisions are extracted with precision. Every number is verified against the source document before delivery to your systems.

Model providers

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Min

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Reach 99% accuracy rate

through GenAI reasoning.

Pricing errors cost money. The agent uses multi-step workflows to ensure rebate rates, minimum fees, and recall provisions are extracted with precision. Every number is verified against the source document before delivery to your systems.

Model providers

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Min

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Reach 99% accuracy rate

through GenAI reasoning.

Pricing errors cost money. The agent uses multi-step workflows to ensure rebate rates, minimum fees, and recall provisions are extracted with precision. Every number is verified against the source document before delivery to your systems.

Model providers

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Min

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Trustworthy results,

grounded in reality.

Never question where a rate came from. Every extracted term is visually linked to its exact location in the source agreement. This provides instant verification for traders and a complete audit trail for compliance.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Trustworthy results,

grounded in reality.

Never question where a rate came from. Every extracted term is visually linked to its exact location in the source agreement. This provides instant verification for traders and a complete audit trail for compliance.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Trustworthy results,

grounded in reality.

Never question where a rate came from. Every extracted term is visually linked to its exact location in the source agreement. This provides instant verification for traders and a complete audit trail for compliance.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Enterprise grade security

for high-stake industries.

Stock loan agreements contain highly sensitive pricing and counterparty information. V7 Go processes these documents within your secure infrastructure, ensuring confidentiality and compliance with financial services regulations.

Certifications

GDPR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security

for high-stake industries.

Stock loan agreements contain highly sensitive pricing and counterparty information. V7 Go processes these documents within your secure infrastructure, ensuring confidentiality and compliance with financial services regulations.

Certifications

GDPR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security

for high-stake industries.

Stock loan agreements contain highly sensitive pricing and counterparty information. V7 Go processes these documents within your secure infrastructure, ensuring confidentiality and compliance with financial services regulations.

Certifications

GPDR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

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Answers

Answers

What you need to know about our

AI agent for Stock Loan Traders

How does it handle non-standard term sheet formats?

The agent uses advanced document understanding to extract pricing logic from any format, whether it's a formal ISLA agreement, a counterparty's custom template, or a simple email confirmation. It adapts to the document structure rather than requiring standardized input.

+

How does it handle non-standard term sheet formats?

The agent uses advanced document understanding to extract pricing logic from any format, whether it's a formal ISLA agreement, a counterparty's custom template, or a simple email confirmation. It adapts to the document structure rather than requiring standardized input.

+

How does it handle non-standard term sheet formats?

The agent uses advanced document understanding to extract pricing logic from any format, whether it's a formal ISLA agreement, a counterparty's custom template, or a simple email confirmation. It adapts to the document structure rather than requiring standardized input.

+

Can it extract tiered or conditional pricing structures?

Yes. The agent recognizes complex pricing logic, including volume-based tiers, time-dependent rate changes, and conditional fees that vary by security characteristics, loan size, or market conditions. It structures this data for direct use in your pricing models.

+

Can it extract tiered or conditional pricing structures?

Yes. The agent recognizes complex pricing logic, including volume-based tiers, time-dependent rate changes, and conditional fees that vary by security characteristics, loan size, or market conditions. It structures this data for direct use in your pricing models.

+

Can it extract tiered or conditional pricing structures?

Yes. The agent recognizes complex pricing logic, including volume-based tiers, time-dependent rate changes, and conditional fees that vary by security characteristics, loan size, or market conditions. It structures this data for direct use in your pricing models.

+

What happens if a term is ambiguous or unclear?

The agent flags ambiguous language or missing critical terms for trader review. It provides a confidence score for each extracted field and highlights sections that require human interpretation, ensuring you never price based on uncertain data.

+

What happens if a term is ambiguous or unclear?

The agent flags ambiguous language or missing critical terms for trader review. It provides a confidence score for each extracted field and highlights sections that require human interpretation, ensuring you never price based on uncertain data.

+

What happens if a term is ambiguous or unclear?

The agent flags ambiguous language or missing critical terms for trader review. It provides a confidence score for each extracted field and highlights sections that require human interpretation, ensuring you never price based on uncertain data.

+

How does it integrate with our existing trading systems?

The agent outputs structured data in your preferred format, whether that's JSON, CSV, or direct API integration with your trading platform, risk system, or pricing engine. We configure the output schema to match your exact requirements during setup.

+

How does it integrate with our existing trading systems?

The agent outputs structured data in your preferred format, whether that's JSON, CSV, or direct API integration with your trading platform, risk system, or pricing engine. We configure the output schema to match your exact requirements during setup.

+

How does it integrate with our existing trading systems?

The agent outputs structured data in your preferred format, whether that's JSON, CSV, or direct API integration with your trading platform, risk system, or pricing engine. We configure the output schema to match your exact requirements during setup.

+

Can it process agreements in real-time during market hours?

Absolutely. The agent processes term sheets in seconds, making it practical to extract pricing terms from new agreements as they arrive during the trading day. This enables your desk to respond to market opportunities without delay.

+

Can it process agreements in real-time during market hours?

Absolutely. The agent processes term sheets in seconds, making it practical to extract pricing terms from new agreements as they arrive during the trading day. This enables your desk to respond to market opportunities without delay.

+

Can it process agreements in real-time during market hours?

Absolutely. The agent processes term sheets in seconds, making it practical to extract pricing terms from new agreements as they arrive during the trading day. This enables your desk to respond to market opportunities without delay.

+

Is the extracted data verifiable for compliance purposes?

Yes. Every extracted term is visually linked back to its source in the original document. This creates a complete audit trail that satisfies compliance requirements and provides evidence for any pricing disputes or regulatory inquiries.

+

Is the extracted data verifiable for compliance purposes?

Yes. Every extracted term is visually linked back to its source in the original document. This creates a complete audit trail that satisfies compliance requirements and provides evidence for any pricing disputes or regulatory inquiries.

+

Is the extracted data verifiable for compliance purposes?

Yes. Every extracted term is visually linked back to its source in the original document. This creates a complete audit trail that satisfies compliance requirements and provides evidence for any pricing disputes or regulatory inquiries.

+

Next steps

Next steps

Still pricing HTB securities the manual way?

Send us a few sample term sheets and rebate agreements. We'll show you how fast we can extract your pricing terms and deliver them to your systems.

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board: